Setting Up a Sales Team
The following information is applicable only to users who are not using the Team Selling feature. Accounts with Team Selling enabled should see Setting Up Team Selling.
Sales teams in NetSuite are usually made up of a manager and all of their subordinate sales reps. For each sales rep on your team, you must mark their employee record as a Sales Rep and assign them to a (sales) manager.
Only users with roles that have full access to employees can set up sales teams.
To set up a sales team:
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Go to Setup > Users/Roles > Employees.
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Click Edit next to the name of an employee you want to include in your sales team.
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Under Primary Information, in the Supervisor field, select the employee's supervisor.
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Click the Human Resources subtab.
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Under Job Information, check the Sales Rep box.
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Click Save.
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Repeat these steps for each employee included on your sales team.
You can also create team quotas for your sales teams. Team quotas total the sales made by all subordinate sales reps and their supervisor when you determine if the quota was reached.
If you use the Commissions feature, you can create manager commission schedules based on a manager's team quota. When you assign a manager a commission schedule based on quota, there must be an established team quota for the manager. For more information on quotas, see Establishing a Quota.